Setup and Monitor Live Reports
Live Reports provide real-time visibility into distributor activity across your project areas. You can create a report, assign users, and select specific maps to track. As distributors operate, their movement history is recorded and displayed visually on the map. You can also monitor area coverage progress and view hourly location posts through the dashboard.
Create a Live Report
To create a live report, go to the "Reporting" page.
Click the "Create Report" button in the top-right corner.
- You will be prompted to select the type of report you want to create.
- After selecting the report type, you will be taken to the report creation form.
The difference between "Completeness of maps, fixed time" and "Tagged users, fixed time" is that the first includes property coverage.
In the form:
- In the "Name" field, enter a name for your report.
- In Select tag, choose the tag that includes all users you want to track.
- In Selected dates, set the start and end dates.
- In Map visibility for mobile users, choose how maps will appear in the mobile app:
- "None" means mobile users will not see any map.
- "Only if in map" means they will only see maps where they are physically located.
- "All" shows all maps in the report.
- Map selection:
- Click the dropdown in the top-left corner of the Google map.
- Select a folder from the list. All areas in that folder will be drawn on the map with names and outlines.
- Click any area to add it to your report. Selected areas will turn red and appear in the list on the right.
(You can select areas from multiple folders.) - To remove a selected area, click the area on the map again or click the "x" next to its name in the side panel.
- For reports using "Completeness of maps, fixed time", a Property type option appears at the bottom. You can include "Residential only", "Commercial only", or both.
Click Complete to create your report.
Edit Report
To edit an existing report, go to the "Reporting" page and click the "Edit" button next to the report you want to modify.
Delete Report
From the Edit report form, you can also delete the report by clicking the "Remove Report" button at the bottom of the form.
Viewing and Monitoring Live Reports
To view and monitor your live reports, go to the "Reporting" page and click the "View" button next to the report.
Report Overview
At the top center of the page, you will see the report name, type (e.g., "Completeness of maps, fixed time"), and the start and end dates.
The main area displays the map, showing area outlines, names, distributor history (gray dots), and property coverage percentages.
Use the checkboxes above the map to customize the overview display.
Click any area to view more details.
Report Detailed View
This view shows real-time information for the selected area, including property coverage and distributor activity.
The right-side panel includes:
- Area name
- Percentage of properties covered
- Property count touched by distributors
- Option to show/hide missed properties
- List of distributors assigned, with individual toggles for viewing their movement history
The map displays distributor data:
- Oldest location: white circle with black border
- Newest location: black circle with white border
(A gray halo indicates the distributor is currently active.) - Gray line shows the path taken
Zoom in to view detailed tracking data.
Red dots appear along the path. Hovering reveals time, date, speed, and battery level.
Dashboard
The dashboard gives an overview of live reports and lets you monitor performance.
Current Reports
To monitor active reports, go to the "Reporting" page and click the "Current Reports" tab.
You will see all active reports with:
- Total percentage of completion
- Number of properties covered
- Individual map progress
Click "Archive" to archive a report. You can restore archived reports from the "Archived Reports" tab.
User Activity
To track user activity, go to the "Reporting" page and click the "User Activity" tab.
- Select a tag to show all users in that group
- Select a date to view 24-hour activity for that day
Activity is shown using color-coded boxes per hour:
- Gray: No activity
- Yellow: Low activity
- Green: High activity
Hover over a box to see the number of posts. A blue line under the current hour shows real-time activity for today.
Report Sharing
NOTE: Reports can be shared privately with 1) Customer accounts or 2) via a Public Link. It's recommended to only use one method for each report. For example, sharing reports with recurring customers via a Customer account and sharing with "one-time job" customers with a Public Link without the need of setting up a customer account.
Sharing with Customer account
To share a report, go to the "Reporting" page and click the "Share" button.
- Enter the customer's email on the left
- Set an access expiration date (optional)
- Click "Add" to share
The "Show location marks on map" toggle controls whether properties are visible on the map.
You will see all shared users and their access status.
Click "Remove" to revoke access.
Sharing via Public Link
Click the "URL Link" tab in the sharing modal.
- Optionally set an expiration date
- Click "Generate link"
Copy and share the generated link. Users do not need to log in.
Revoking the Public Link
Click "Revoke link" to deactivate the public URL.
View Shared Report Status
If a report is shared, the "Share" button is replaced with:
- A link icon if shared via public URL
- A user icon if shared with customers
Hover over the icon to view more details, including the link's expiration or list of users with access.